Financial Adviser
· HAWTHORN, VIC
Romesh Sohan P Perera
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000436372
Romesh Sohan P Perera is a financial adviser based in Hawthorn, Victoria, with 13 years of experience in the financial services industry. Romesh is currently authorised under Nextplan Financial Pty Ltd. Romesh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Romesh is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Master of Business (Banking and Finance)
Monash University
2014
Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2018
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2019
Self Managed Superannuation Funds
International Institute of Technology Pty Ltd (IIT)
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register